Geneos Wealth Management Inc. Ishares Tr Broad Usd High Yiel Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 7,473 shares of USHY stock, worth $278,742. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,473
Previous 5,131 45.64%
Holding current value
$278,742
Previous $193,000 41.97%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$36.54 - $37.53 $85,576 - $87,895
2,342 Added 45.64%
7,473 $274,000
Q3 2024

Nov 14, 2024
BUY
$36.06 - $37.66 $89,609 - $93,585
2,485 Added 93.92%
5,131 $193,000
Q2 2024

Jul 23, 2024
BUY
$35.59 - $36.41 $11,922 - $12,197
335 Added 14.5%
2,646 $95,000
Q1 2024

May 03, 2024
SELL
$36.0 - $36.66 $9,972 - $10,154
-277 Reduced 10.7%
2,311 $84,000
Q4 2023

Jan 26, 2024
BUY
$33.79 - $36.59 $23,146 - $25,064
685 Added 36.0%
2,588 $94,000
Q3 2023

Oct 11, 2023
BUY
$34.58 - $35.56 $34 - $35
1 Added 0.05%
1,903 $66,000
Q1 2023

Apr 25, 2023
SELL
$34.35 - $36.15 $6,183 - $6,507
-180 Reduced 8.65%
1,902 $67,000
Q4 2022

Jan 30, 2023
SELL
$33.49 - $35.59 $55,492 - $58,972
-1,657 Reduced 44.32%
2,082 $71,000
Q3 2022

Nov 14, 2022
SELL
$33.56 - $37.12 $48,729 - $53,898
-1,452 Reduced 27.97%
3,739 $125,000
Q2 2022

Jul 22, 2022
SELL
$34.25 - $38.92 $198,821 - $225,930
-5,805 Reduced 52.79%
5,191 $179,000
Q1 2022

May 16, 2022
SELL
$37.82 - $41.16 $32,411 - $35,274
-857 Reduced 7.23%
10,996 $427,000
Q4 2021

Feb 09, 2022
BUY
$40.46 - $41.49 $369,035 - $378,430
9,121 Added 333.86%
11,853 $488,000
Q3 2021

Nov 09, 2021
SELL
$41.23 - $41.8 $26,881 - $27,253
-652 Reduced 19.27%
2,732 $113,000
Q2 2021

Jul 08, 2021
SELL
$40.95 - $41.72 $5.82 Million - $5.93 Million
-142,072 Reduced 97.67%
3,384 $141,000
Q1 2021

Jun 17, 2021
BUY
$40.55 - $41.58 $5.83 Million - $5.97 Million
143,697 Added 8169.24%
145,456 $6.02 Million
Q4 2020

May 19, 2021
BUY
$39.32 - $41.26 $4,482 - $4,703
114 Added 6.93%
1,759 $71,000
Q3 2020

Sep 07, 2021
SELL
$38.18 - $40.04 $138,669 - $145,425
-3,632 Reduced 68.83%
1,645 $64,000
Q2 2020

Sep 07, 2021
BUY
$34.17 - $39.35 $175,565 - $202,180
5,138 Added 3696.4%
5,277 $201,000
Q1 2020

Sep 07, 2021
BUY
$32.02 - $41.47 $4,450 - $5,764
139 New
139 $4,000

Others Institutions Holding USHY

# of Institutions
534
Shares Held
427M
Call Options Held
200
Put Options Held
0
View Full List

About ISHARES TR BROAD USD HIGH YIEL

USHY Quotes by TradingView
  • Ticker USHY
  • Sector ETFs
  • Industry ETFs
More about USHY
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